Succession

Is your junior advisor ready to take the lead? Is your junior advisor ready to take the lead?

Your Business

Is your junior advisor ready to take the lead?

Passing down the business to a colleague may seem like an easy succession option, but it’s not always straightforward

By John Novachis |February 11, 2026

4 min read

Business owners ‘live every day for their business.’ Advisors can help them plan a successful exit Business owners ‘live every day for their business.’ Advisors can help them plan a successful exit

Planning and Advice

Business owners ‘live every day for their business.’ Advisors can help them plan a successful exit

Listen to what clients want, need before offering suggestions: TD Wealth expert

By Noushin Ziafati |July 21, 2025

5 min read

How one retiring advisor built a flexible, phased succession plan  How one retiring advisor built a flexible, phased succession plan 

Your Business

How one retiring advisor built a flexible, phased succession plan 

Find professionals who bring complementary skills to your team to set your practice up for success

By Noushin Ziafati |June 30, 2025

5 min read

Succession planning: Complete sales vs. partial sales  Succession planning: Complete sales vs. partial sales 

Your Business

Succession planning: Complete sales vs. partial sales 

Key considerations to put together a plan that works for you

By Noushin Ziafati |June 16, 2025

6 min read